See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,371 | $81,248-65.1% | $155,509-81.8% | $80,856-64.9% |
| Participation rate | 55.6% | 66.2%-10.7pp | 78.2%-22.6pp | 67.6%-12.1pp |
| Annual return | 20.72% | 33.31%-12.6pp | 64.67%-44.0pp | 35.59%-14.9pp |
| Employer contribution / active EE | $1,407 | $3,100-54.6% | $4,672-69.9% | $2,755-48.9% |
| Participant deferral / active EE | $979 | $3,452-71.6% | $5,626-82.6% | $4,296-77.2% |
| Admin fee / account holder | $1,301 | $7,997-83.7% | $15,912-91.8% | $6,918-81.2% |